Work order details
Everything on the Works Order Details page — the header card, all six tabs (Overview, Operations, Picking, Cost, Team, Quality) and the action buttons.
Section 01
The header card
2 minutes to read
The dark blue header card stays visible on every tab. It gives you the essential facts about the work order at a glance — you never have to leave the current tab to check the basics.
Header fields reference
| Field | What it shows |
|---|---|
| Work order name | The name given at creation. Displayed large at the top of the header. |
| WO Reference | Auto-generated unique identifier in the format WO-YYYY-NNNN. Used when searching or referencing the order in reports. |
| Status badge | Current lifecycle status — Not Started, In Progress, Completed or Cancelled. Updates automatically as the job progresses. |
| Type | The work order type selected at creation (Order, Training, Assembly, etc.). |
| Warehouse | The warehouse this order draws stock from. |
| Assigned To | The group or individual this order is assigned to. |
| Start / End | Scheduled start and end date and time. These place the order on the Works Order Calendar. |
| Sales Order | Only shown when linked to a sales order. Shows the sales order name, despatch status badge and expected despatch date. Click the eye icon to preview the sales order. |
| Picking | Only shown when a picking list was generated. Shows the picking UUID as a link — click to open the picking list directly. |
| Progress bar | Shows how many work instruction steps have been completed (e.g. 0/1 steps complete = 0%). Updates in real time as operators tick off steps in the Operations tab. |
The six tabs
Below the header card, six tabs let you navigate between different views of the work order. The active tab is underlined in blue.
Section 02
Overview tab
2 minutes to read
The Overview tab shows the work order's notes and the full list of products and materials it covers.
Notes
The notes field displays any free-text instructions entered when the work order was created or last edited. Operators can read this to understand any special requirements for the job before starting.
Products / Materials table
| Column | What it shows |
|---|---|
| S-No | Row number. |
| Item Name | Product name. Click to open the product detail page. |
| Description | Product description. |
| Type | Item or Assembly badge. Assemblies are built from components via a Bill of Materials. |
| Required Quantity | How many units this job needs — set at work order creation. |
| Created Quantity | How many have actually been produced so far. Starts at 0, increases as the job progresses. Compare against Required Quantity to gauge completion. |
| Unit | Unit of measure. Editable inline via a dropdown. |
| Tracked Stock | Whether this item uses lot or serial number tracking. Shows Untracked (grey) or Tracked (blue). |
| QC | Shows a QC badge if this product has an active inspection plan — a quality inspection will be required at completion. No badge means no QC plan is configured. |
| Actions | View — opens the product record for this item. Useful for checking stock levels or BOM details without leaving the work order. |
Section 03
Operations tab
3 minutes to read
The Operations tab is where production work actually gets tracked. It shows the work instruction steps linked to this order, lets operators clock in and out of each step, record scrap and log actual hours.
Progress summary
At the top of the Operations tab you'll see two numbers:
- N/N complete — how many steps have been marked completed out of the total. Also reflected in the progress bar on the header card.
- Est: X hrs — the total estimated hours across all steps, pulled from the work instruction configuration.
The Sync Operations button (top right of the Operations tab) pulls the latest step definitions from the linked work instruction. Use this if a work instruction was updated after the work order was created — it refreshes the steps without losing any recorded data.
Steps table columns
| Column | What it shows |
|---|---|
| # | Step number in the sequence. |
| Step Name | The name of this operation step — e.g. CNC, Welding, Assembly. Comes from the linked work instruction. |
| Work Centre | The machine or station where this step takes place — e.g. Mill 1, Press 2. Used for capacity planning and reporting. |
| Est. Hrs | Estimated hours for this step, set in the work instruction. |
| Actual Hrs | Time recorded by the operator. Populated automatically when they use the Clock In/Out buttons, or entered manually. |
| Completed | Quantity completed in this step. Entered by the operator on finishing. |
| Scrap | Quantity scrapped or rejected during this step. Used in job costing to calculate waste. |
| Status | Editable dropdown: Not Started, In Progress or Completed. Updating this status drives the header progress bar. |
| Performed By | The operator who completed this step. Auto-populated when an operator clocks in. |
| Started | Date and time the step was started (clock-in time). |
| Completed (date) | Date and time the step was completed (clock-out time). |
| Clock | Two buttons: In (green) records the clock-in time and marks the operator as working. Out (red) records clock-out and calculates actual hours elapsed. |
| Action | Shows the current status label. Clicking it may open additional step options depending on your configuration. |
If the Operations tab shows "No steps", no work instruction has been linked to this order or the linked work instruction has no steps defined. Go to Work Instructions to configure steps for your products, then use Sync Operations to pull them in.
Section 04
Picking tab
2 minutes to read
The Picking tab shows the pick list associated with this work order — the items that need to be pulled from the warehouse before production can start.
| Column | What it shows |
|---|---|
| S-No | Row number. |
| Item Name | The product that needs to be picked from the warehouse. |
| Description | Product description for identification in the warehouse. |
| Required Quantity | How many units need to be picked for this work order. |
| Picked Quantity | How many have already been picked. Starts at 0, updated by warehouse staff as they fulfil the pick. When this matches Required Quantity, the line is complete. |
| Item Unit | Unit of measure — selectable via dropdown (each, kg, m, etc.). |
| Action | View — opens the pick detail record for that line item, showing bin location, lot numbers and pick confirmation. |
If the Picking tab is empty, no picking list was generated for this order. You can create one manually from the Warehouse module, or edit the work order and enable auto-picking.
Section 05
Cost tab
2 minutes to read
The Cost tab shows real-time job costing — how much this work order is estimated to cost versus what it has actually cost so far, and the profitability margin if it's linked to a sales order.
Cost Breakdown
| Column | What it shows |
|---|---|
| Cost Category | Material — cost of items consumed, based on unit cost. Labour — cost of time spent on each step (actual hours × operator hourly rate). Total — sum of both. |
| Estimated | The projected cost calculated at creation, based on BOM quantities and work instruction step times. |
| Actual | The real cost accumulated so far. Populated as operators clock time and items are consumed. |
| Variance | Difference between Estimated and Actual. Negative (green) = under budget. Positive (red) = over budget. |
A summary line below the table tells you at a glance whether the job is under or over budget — e.g. "Under budget by 0.37 — actual costs are tracking below estimates."
Margin
The Margin section only appears when this work order is linked to a sales order. It shows the profitability of the job based on the sales order value.
Sale Value
70.00
Revenue from the linked sales order
Est. Margin
69.63
Based on estimated costs
Actual Margin
70.00
Profit position
Margin %
100%
Healthy margin
| Card | What it shows |
|---|---|
| Sale Value | The total value of the linked sales order — the revenue this job generates. |
| Est. Margin | Sale Value minus Estimated costs. Shows the projected profit if the job runs exactly to estimate. |
| Actual Margin | Sale Value minus Actual costs so far. Updates in real time as the job progresses. |
| Margin % | Actual Margin ÷ Sale Value as a percentage. Colour-coded: green = healthy, amber = warning, red = loss-making. |
Section 06
Quality tab
3 minutes to read
The Quality tab shows all quality requirements for this work order — active inspection plans, criteria to record at completion, inspection results and any non-conformance reports (NCRs).
Quality Inspections
Lists the inspection plans attached to each product on the work order. Each plan shows its criteria table — the measurements or checks an operator must record when the job is completed.
| Column | What it shows |
|---|---|
| # | Criterion number within the inspection plan. |
| Criterion | The name of the check — e.g. "Surface inspection". Marked MUST PASS (red) if failing this criterion fails the entire inspection. |
| Type | How the criterion is measured: Measurement (a numeric value), Pass/Fail (yes/no) or Visual (inspector's judgement). |
| Spec / Requirement | The acceptable range or specification — e.g. 20.000000 … 55.000000 cg. Values outside this range trigger a failure. |
| Sampling | What percentage or quantity of units to inspect — e.g. 100% means every unit must be checked. |
| Pass / Fail | Auto-populated once a value is recorded — shows Pass (green) or Fail (red) based on whether the value is within spec. |
| Recorded Value | The measurement or check result entered by the inspector. Tab between cells for fast entry. |
| Notes | Optional free-text notes for this criterion — e.g. to explain a borderline result. |
Once all criteria are filled in, click Record Criteria to save the inspection result. This creates a record in the Recorded Inspections section below.
Recorded Inspections
Shows the history of completed inspections for this work order. Empty until the first inspection is completed. Each entry shows the inspector, date, pass/fail outcome and any notes.
Non-Conformance Reports (NCRs)
Lists any NCRs raised against this work order during QC inspections. An NCR is created automatically when a MUST PASS criterion fails, or can be raised manually. Each NCR shows the severity, affected quantities and resolution status.
If the Quality tab shows empty sections, the products on this work order don't have active inspection plans configured. Set up inspection plans in the Quality module to start recording QC data against your work orders.
Section 07
Action buttons
2 minutes to read
The action button bar is fixed at the bottom of the page on every tab. It gives you quick access to the four main actions for a work order.
| Button | What it does | Who can use it |
|---|---|---|
| Delete | Permanently deletes the work order. Any reserved stock is released and any generated picking lists are also removed. This cannot be undone. | Admins and Managers only. |
| Report Issue | Opens the issue reporting form — lets any team member log a problem with this work order without leaving the page. The issue is linked to this order and appears in the Issues log. | All roles. |
| Edit | Opens the edit form pre-filled with the current work order data. You can change the name, timeline, assigned group, warehouse, items or picking settings. See Edit a work order for the full field reference. | Admins and Managers only. |
| Start | Changes the status from Not Started to In Progress and records the start time. Once started, the Start button is replaced by a Complete button. All team members assigned to the order are notified. | All roles. |
← Go Back simply navigates back to the Works Order list — it does not save or change anything. Delete permanently removes the record. They are very different actions despite appearing in the same bar.